Sage View Advisory Group, LLC Fidelity Merrimack Str Tr Tota Transaction History
Sage View Advisory Group, LLC
- $2.9 Trillion
- Q3 2025
A detailed history of Sage View Advisory Group, LLC transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 11,873 shares of FBND stock, worth $549,126. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,873
Previous 21,272
44.18%
Holding current value
$549,126
Previous $969 Million
43.35%
% of portfolio
0.02%
Previous 0.04%
Shares
11 transactions
Others Institutions Holding FBND
# of Institutions
716Shares Held
379MCall Options Held
51.4KPut Options Held
10K-
Northwestern Mutual Wealth Management CO89.5MShares$4.14 Billion2.81% of portfolio
-
Morgan Stanley New York, NY29.9MShares$1.38 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC13MShares$599 Million0.04% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN9.87MShares$456 Million2.69% of portfolio
-
Jpmorgan Chase & CO New York, NY9.2MShares$425 Million0.03% of portfolio